CASE STUDY

Business Management Platform Product Strategy

Software

Customer Experience

Opportunity

The Salesforce-based software application used by legal teams to manage their cases was clunky and difficult to use and many of the widgets lacked consistency and cohesion.

Approach

We designed research tools and conducted 1-on-1 in depth interviews with lawyers and paralegals. After harvesting and synthesizing the data, we built personas and journey maps along with a design thinking framework. The product team then collaborated with the interviewees to develop a new backlog and storyline for a new and improved product.

Results

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Opportunity

The Salesforce-based software application used by legal teams to manage their cases was clunky and difficult to use and many of the widgets lacked consistency and cohesion.

Approach

We designed research tools and conducted 1-on-1 in depth interviews with lawyers and paralegals. After harvesting and synthesizing the data, we built personas and journey maps along with a design thinking framework. The product team then collaborated with the interviewees to develop a new backlog and storyline for a new and improved product.

Results

$50m in new funding and an engineering team with clear vision on how to match client needs with powerful features and service.

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